What is POSable POS and how does it work?

Introduction

POSable is an innovative point of sale (POS) system designed to streamline retail operations, enhance customer experiences, and optimize sales processes.

Featuring an Android app for tablets and a web-based dashboard. The dashboard manages your staff, inventory, and products, while the app handles sales, payments, and receipt printing. It includes a unique offline functionality to ensure you never miss a sale.

In today’s fast-paced retail environment, efficiency is key. POSable is a modern point of sale solution, offering a range of features to enhance your business operations. It combines traditional cash register functionalities with the latest technology to provide an electronic point of sale (EPOS) experience.

This documentation will help you understand what POSable is and how it works, empowering you to get the most out of your POS system. By leveraging POSable, you can simplify transactions, manage staff and inventory effectively, and provide enhanced customer service.

How POSable Works: Step-by-step Instructions

Step 1: Setting Up Your POSable System

1. Install POSable from the Google Play Store on your device which needs to be an Android tablet OS 10+ with a 13″ screen.
2. Connect your POSable system to your existing hardware, such as barcode scanners and receipt printers.
3. Create an account on the POSable platform for a 15-day free trial, input your business information and receive your login information and tenant ID.
4. Create a staff login account for the POSable APP.
5. Configure your settings, including payment methods, tax rates, business details and inventory sources.
6. Register for an account with myPOS and/or Stripe and order a myPOS GO 2 or a Stripe WisePad 3 card reader.
7. Activate the card reader and your account. If using myPOS GO 2 contact support with the request to place the card reader in CHECKOUT MODE. If using Stripe you will need API keys that you should place into the settings in the POSable Admin Dashboard stripe_sk – stripe secret key and stripe_pk – stripe publishable key. These should be the stripe live keys and not the demo keys. Also check the setting stripe_live_mode in the POSable Admin Dashboard is set to enabled.
8. Login to the POSable using the credentials you made in step 4. Wait for the initial data sync to complete and your inventory will appear.
9. Perform a test transaction to ensure that your payment provider myPOS or Stripe is activated. Card readers are often shipped with outdated software so these may require updates before being ready to perform a transaction. Do not leave this until your first customer or they will have to wait until it is completed.

Step 2: Navigating the User Interface

After setting up POSable, familiarize yourself with the user interface. The dashboard typically features the following:

• Sales Summary: View recent transactions and total sales.
• Inventory Management: Track stock and manage product listings.
• Reporting Tools: Analyze sales performance over time.

Step 3: Processing Transactions

1. Select the items the customer wishes to purchase.
2. Apply any discounts or promotions if applicable using the loyalty scheme.
3. Choose a payment method (cash, card, split payment).
4. Complete the transaction and offer a receipt to the customer.
5. You can re-print a receipt for the last 5 orders from a device should a customer request it.

Step 4: Processing Refunds

• Scan the barcode printed onto the receipt which is unique to the purchase made.
• Confirm on the POSable app screen that the products have been successfully loaded and match the receipt.
• You can either refund all items or delete the items that are not being refunded. Press the refund button to complete the transaction.
• If you are refunding a card payment. Login to your myPOS or Stripe account and find the corresponding transaction and refund the amount due.

POSable Offline Mode

POSable POS is able to work completely offline. From staff logins to taking sales.
Offline mode requires no interaction from yourself. It will automatically detect if an internet connection has been lost and switch to offline mode, and once you have a connection again it will revert back to online mode and sync all data.

Common Questions and Troubleshooting Tips

1. What should I do if I encounter software issues?

If you experience any software glitches, try the following:

• Restart your device and the POSable application.
• Check for updates, as many issues are resolved in newer versions. Any update will be available from Google Play Store.
• Consult the help section on the POSable website for specific error messages.
• Speak to the POSBOT AI Chatbot to see if there is an answer to your problem.
• Contact POSable Support via the POSBOT Ai Chatbot or by submitting a helpdesk ticket.

2. How can I reset my POSable account password?

Use the “Forgot Password?” link on the login page and follow the email prompts to reset your password.

Best Practices and Recommendations

• Regularly back up your data to avoid loss during updates.
• Familiarize yourself with all features of the POSable system to maximize your investment.
• Train your team properly to ensure efficient and error-free transactions.
• Monitor your sales reports weekly to identify trends and adjust your inventory accordingly.